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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio IGHG Stock Details IGHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,859
Closed -$538K – 73
2025
Q4 		$538K Buy
+6,859
New +$539K 0.34% 50
2025
Q2 		– Sell
-45,550
Closed -$3.5M – 74
2025
Q1 		$3.5M Sell
45,550
-13,325
-23% -$1.04M 2.47% 6
2024
Q4 		$4.6M Buy
+58,875
New +$4.58M 3.13% 3

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IGHG Position: Q1 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2026, closing a stake of 6,859 shares — an estimated $538K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IGHG in Q4 2024 and held it in 3 quarters. The position peaked at $4.6M in Q4 2024. 58 funds tracked by Wall St. Rank hold IGHG as of Q1 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 6,859 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2026, an estimated $538K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2024 and held it in 3 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's ProShares Investment Grade-Interest Rate Hedged position peaked at $4.6M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2026, filed 10 Aug 2026.